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Wealthcare Advisory Partners’s SiriusXM SIRI Stock Holding History

Wealthcare Advisory Partners’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,667
Closed -$47.2K – 900
2024
Q2 		$47.2K Sell
1,667
-76
-4% -$2.27K ﹤0.01% 817
2024
Q1 		$67.6K Buy
+1,743
New +$82.9K ﹤0.01% 792
2021
Q2 		– Sell
-304
Closed -$19K – 1650
2021
Q1 		$19K Buy
+304
New +$18.5K ﹤0.01% 1222
2020
Q2 		– Sell
-943
Closed -$47K – 1175
2020
Q1 		$47K Buy
943
+573
+155% +$37.5K 0.01% 520
2019
Q4 		$26K Buy
370
+51
+16% +$3.44K ﹤0.01% 694
2019
Q3 		$20K Hold
319
– – ﹤0.01% 754
2019
Q2 		$18K Sell
319
-39
-11% -$2.22K ﹤0.01% 755
2019
Q1 		$20K Sell
358
-160
-31% -$9.54K ﹤0.01% 662
2018
Q4 		$30K Hold
518
– – 0.01% 543
2018
Q3 		$33K Hold
518
– – 0.01% 561
2018
Q2 		$35K Buy
+518
New +$35K 0.01% 541

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Wealthcare Advisory Partners's SIRI Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,667 shares — an estimated $47.2K sold.

Wealthcare Advisory Partners first reported a position in SIRI in Q2 2018 and held it in 11 quarters. The position peaked at $67.6K in Q1 2024. 508 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • Wealthcare Advisory Partners reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,667 SiriusXM shares in Q3 2024, an estimated $47.2K.
  • Wealthcare Advisory Partners first reported a position in SiriusXM in Q2 2018 and held it in 11 quarters.
  • Wealthcare Advisory Partners's SiriusXM position peaked at $67.6K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.